BHWM
XLI icon

Bay Harbor Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bay Harbor Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-356
Closed -$36K – 208
2021
Q4 		$36K Buy
356
+276
+345% +$28.7K 0.01% 126
2021
Q3 		$8K Sell
80
-1,191
-94% -$122K ﹤0.01% 148
2021
Q2 		$130K Buy
+1,271
New +$130K 0.06% 61
2020
Q4 		– Sell
-5,986
Closed -$461K – 468
2020
Q3 		$461K Buy
+5,986
New +$448K 0.23% 46
2019
Q4 		– Sell
-579
Closed -$45K – 398
2019
Q3 		$45K Sell
579
-7,599
-93% -$583K 0.03% 160
2019
Q2 		$633K Buy
8,178
+560
+7% +$42.6K 0.39% 41
2019
Q1 		$572K Buy
+7,618
New +$551K 0.39% 42

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return